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            Edit an Active Cadence

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            3. Seller Productivity

            Edit an Active Cadence

            When you want to improve a cadence, you can update an active cadence without interrupting sales outreach. Add and remove steps, update step names and descriptions, email template and call script variants, cadence rules, and more.

            Required Editions

            Available in: Lightning Experience
            Available with Sales Engagement, which is included with Sales in Performance, Einstein 1, and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.
            User Permissions Needed
            To edit a cadence:

            Sales Engagement Cadence Creator

            OR

            Sales Engagement Cadence Creator Included
            1. Navigate to the cadence you want to edit.
            2. Click Modify Steps.
            3. In the Cadence Builder, make the needed changes.
              When deleting a call result or email listener step, you can choose whether to delete the Yes or the No branch that follows it. Targets currently on deleted steps exit the cadence after completing the step.
            4. When you are finished making changes to a step, click Save on the step.
            5. When you are finished making changes, click Update. Your changes take effect immediately.
              If you close the Cadence Builder before clicking Update, your changes are lost.
             
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